LYNAS - Faktenthread, Analysen, Querverweise u. Meldungen zum Unternehmen (Seite 279)
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Nachfolgend eine 80zig-seitige Übersicht aller weltweit agierenden Firmen/Explorer im Bereich "Seltene Erden/Metalle"
@ eine erfolgreiche Woche
Grüsse JoJo
http://www.ucoreraremetals.com/docs/69555705.pdf
Rare Earths Review
Is the hype justified?
...
...
Lynas (LYC-ASX) and Molycorp (MCP-NYSE) are the two sector leaders and
may offer practical means of gaining exposure. Lynas is funded through to
first production, but may struggle in the short term owing to a lack of
newsflow. The Molycorp IPO disappointed and the company faces a
number of issues before and if 2012 production can be achieved.
@ eine erfolgreiche Woche
Grüsse JoJo
http://www.ucoreraremetals.com/docs/69555705.pdf
Rare Earths Review
Is the hype justified?
...
...
Lynas (LYC-ASX) and Molycorp (MCP-NYSE) are the two sector leaders and
may offer practical means of gaining exposure. Lynas is funded through to
first production, but may struggle in the short term owing to a lack of
newsflow. The Molycorp IPO disappointed and the company faces a
number of issues before and if 2012 production can be achieved.
Rare Earths WE TOUCH THEM EVERYDAY
J.P. Morgan
Australia Corporate Access Days
New York
27-28 September 2010
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=607176
J.P. Morgan
Australia Corporate Access Days
New York
27-28 September 2010
http://stocknessmonster.com/news-item?S=LYC&E=ASX&N=607176
Antwort auf Beitrag Nr.: 40.213.710 von Optimist_ am 27.09.10 02:31:44
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Das ist wirklich toll zu lesen und jeder Lynas-Aktionär kann sich das auf der Zunge zergehen lassen...
http://www.perthnow.com.au/business/chinas-rare-earth-play-t…
China's rare earth play to reward Lynas
* Sarah-Jane Tasker
* From: The Australian
* September 26, 2010 10:00PM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
...und die US-Ausgabe der Financial Times schreibt:
http://www.ft.com/cms/s/0/0fdd6c48-c990-11df-b3d6-00144feab4…
‘Rare earths’ fears spur US review
Meine Meinung dazu ist, dass ja das Angebot von welchem Lynas in der heutigen Präsentation spricht, eigentlich kein freies marktverfügbares Angebot ist, sondern in China bleibt. Ich glaube nicht, dass demnach westlche Firmen ihre Hochtechnologie in China poroduzieren oder einkaufen werden. Daher hat man hier eine erneute Angebotsverknappung von frei erhältlichen Seltenen Erden.
http://www.perthnow.com.au/business/chinas-rare-earth-play-t…
China's rare earth play to reward Lynas
* Sarah-Jane Tasker
* From: The Australian
* September 26, 2010 10:00PM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan.
"The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian.
Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
...und die US-Ausgabe der Financial Times schreibt:
http://www.ft.com/cms/s/0/0fdd6c48-c990-11df-b3d6-00144feab4…
‘Rare earths’ fears spur US review
Meine Meinung dazu ist, dass ja das Angebot von welchem Lynas in der heutigen Präsentation spricht, eigentlich kein freies marktverfügbares Angebot ist, sondern in China bleibt. Ich glaube nicht, dass demnach westlche Firmen ihre Hochtechnologie in China poroduzieren oder einkaufen werden. Daher hat man hier eine erneute Angebotsverknappung von frei erhältlichen Seltenen Erden.
Lynas führt heute und morgen einen Tag der offenen Tür für JP Morgan durch. Dazu die äusserst lesenswerte Präsentation in der alle wichtigen Punkte knapp zusammengefasst sind.
http://www.asx.net.au/asxpdf/20100927/pdf/31sqqzmv0ng1tb.pdf
http://www.asx.net.au/asxpdf/20100927/pdf/31sqqzmv0ng1tb.pdf
Trading Spotlight
Lynas keen to leap into rare earths supply hole
* From: The Australian
* September 27, 2010 12:00AM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan. "The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian. Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
http://www.theaustralian.com.au/business/lynas-keen-to-leap-…
* From: The Australian
* September 27, 2010 12:00AM
RARE earths miner Lynas Corporation is set to benefit from industry talk that China is limiting its exports on the product.
The Australian-based company is bring forward ramp-up plans to meet new demand.
China has reportedly reduced exports of the minerals, used in the manufacture of a wide range of industrial products, to Japan, a move the Chinese government has denied.
Despite the denial by the economic powerhouse, the renewed focus on rare earths and China's dominance in the sector is a positive boost for Lynas and its Australian operations.
Lynas executive chairman Nicholas Curtis said he had heard it was difficult to get material to Japan. "The reality is there is no material available for export because the quotas have been used up as best we can tell," Mr Curtis told The Australian. Mr Curtis said the company, which increased the resources at its Mount Weld project this month, will make a push towards expansion plans as quickly as possible.
"We have already got plans to double our capacity and we're going to bring that plan forward and accelerate it as much as possible," he said. "And we have potentially more capacity as well, and if they find the market, we will deliver into that market.
"We are very confident we have the market to double our capacity, the question is whether we have the market to do more than that."
The world market outside of China has relied heavily on material that has come out of the Asian giant, which Mr Curtis said had at times been done through illegal means.
He said the Chinese government had cracked down heavily on illegal exports, which had also created a bit of a shortage.
"Part of the reason this crackdown is happening is they don't want to see their resources dissipated, and that is an indication there probably isn't as much material in China as the world has previously thought," he said.
"My own view, based on our studies, is it is possible China becomes a net importer of rare earths in the next five to 10 years."
JPMorgan analyst Alistair Reid said Lynas had a strong competitive advantage, given its position as a viable source of new non-Chinese supply of rare earths.
Interest in Lynas has been increasing, with Mr Curtis saying the company received regular calls, since it had to tap the market for funds after the Foreign Investment Review Board put the brakes on a strategic deal it had planned with China.
"It was a hard way to get here but we're happy with where we are," he said. "We have no debt and we are an independent company."'
http://www.theaustralian.com.au/business/lynas-keen-to-leap-…
Antwort auf Beitrag Nr.: 40.213.505 von Mandala64 am 26.09.10 22:40:12Hintergrund zum Konflikt um die Senkaku-Inseln
http://de.wikipedia.org/wiki/Senkaku-Inseln
http://de.wikipedia.org/wiki/Senkaku-Inseln
Ist diese Info hier schon bekannnt?
Bundesanstalt für Geowissenschaften und Rohstoffe: Elektronikmetalle - zukünftig steigender Bedarf bei unzureich ender Versorgungslage?
http://www.bgr.bund.de/nn_322858/DE/Gemeinsames/Produkte/Dow…
BGR Homepage:
http://www.bgr.bund.de/cln_145/nn_322882/DE/Themen/Min__rohs…
Bundesanstalt für Geowissenschaften und Rohstoffe: Elektronikmetalle - zukünftig steigender Bedarf bei unzureich ender Versorgungslage?
http://www.bgr.bund.de/nn_322858/DE/Gemeinsames/Produkte/Dow…
BGR Homepage:
http://www.bgr.bund.de/cln_145/nn_322882/DE/Themen/Min__rohs…
Antwort auf Beitrag Nr.: 40.211.713 von JoJo49 am 26.09.10 09:39:38denke das ganze ist eine gezielte Provokation der Chinesen und wird wohl noch weiter gehen. Hintergrund siehe letzter Absatz unten.
Sonntag, 26. September 2010
Streit mit China nicht entschärft
Japan lehnt Entschuldigung ab
Die Spannungen zwischen Japan und China wegen des Streits um einige Inseln bleiben auch nach der Freilassung eines chinesischen Kapitäns.
Nach seiner Rückkehr nach China kündigte der 41 Jahre alte Kapitän an, in das Seegebiet zurückkehren zu wollen "Die Diaoyu Inseln sind Teil des chinesischen Territoriums. Ich werde bald wieder dorthin zum Fischen fahren."
Hintergrund des Streits sind auch handfeste wirtschaftliche Interessen: Rund um die Inseln im Ostchinesischen Meer, die in Japan Senkaku und in China Diaoyu heißen, gibt es reiche Fischgründe. Zudem werden in dem Gebiet umfangreiche Öl- und Gasvorkommen vermutet. Die Beziehungen zwischen den beiden Staaten werden bis heute von der Erinnerung an den Zweiten Weltkrieg belastet.
http://www.n-tv.de/politik/Japan-lehnt-Entschuldigung-ab-art…
Sonntag, 26. September 2010
Streit mit China nicht entschärft
Japan lehnt Entschuldigung ab
Die Spannungen zwischen Japan und China wegen des Streits um einige Inseln bleiben auch nach der Freilassung eines chinesischen Kapitäns.
Nach seiner Rückkehr nach China kündigte der 41 Jahre alte Kapitän an, in das Seegebiet zurückkehren zu wollen "Die Diaoyu Inseln sind Teil des chinesischen Territoriums. Ich werde bald wieder dorthin zum Fischen fahren."
Hintergrund des Streits sind auch handfeste wirtschaftliche Interessen: Rund um die Inseln im Ostchinesischen Meer, die in Japan Senkaku und in China Diaoyu heißen, gibt es reiche Fischgründe. Zudem werden in dem Gebiet umfangreiche Öl- und Gasvorkommen vermutet. Die Beziehungen zwischen den beiden Staaten werden bis heute von der Erinnerung an den Zweiten Weltkrieg belastet.
http://www.n-tv.de/politik/Japan-lehnt-Entschuldigung-ab-art…
Antwort auf Beitrag Nr.: 40.211.596 von Optimist_ am 26.09.10 06:42:02Dank dir für die vielen Infos.
Das Thema wird momentan weltweit in der Presse so wie in den unterschiedlichsten Medien weltweit behandelt.
Hoffe es spitzt sich nicht auf einen Handelskrieg zu.
Grüsse JoJo
http://www.businessinsider.com/china-rare-earth-metals-polit…
China Denies Cutting Off Rare Earth Metal Exports To Japan As A Political Weapon
Vincent Fernando, CFA | Sep. 23, 2010, 6:47 AM
In case you missed it, China and Japan are currently having a political spat over a Chinese ship captain detained by Japan.
There has obviously been much friction between the two nations before, but what's shocking about this incident is there have been reports that China restricted rare earth metal exports to Japan in response.
Today the Chinese government is denying the story:
Bloomberg:
“China does not have a trade embargo on rare earth exports to Japan,” Ministry of Foreign Trade and Economics Co-operation spokesman Chen Rongkai said in a telephone interview today. Industrial Minerals Co. of Australia, an industry publication and consultancy, first reported the ban yesterday, citing an unidentified “leading Japanese rare earth buyer.”
“The Chinese government has requested exporters to demonstrate support for the Chinese situation and suspend exports of rare earths to Japan until the end of the month when the situation will be reviewed,” said Industrial Minerals owner and former mining executive Dudley Kingsnorth. “It’s very regrettable if we have the effective suspension of commercial contracts for political reasons.”
Rare earth metals are crucial for many of the latest technology products, from compact batteries to U.S. military hardware, yet China holds a near monopoly over their production right now.
Whether or not the story of export restrictions is true, even just the suggestion of it happening highlights the chokehold China has over other nations' industries via its rare earths production.
This is especially troublesome given that rare earths aren't like food. If a nation restricts food to another, then there would obviously be a global uproar. China could probably get away with a temporary halt in rare earth exports, as a political tool, without incurring much economic damage to itself or political outrage globally. Yet just six months of restrictions would likely deal a serious blow to foreign tech industries dependent on rare earths.
Read more: http://www.businessinsider.com/china-rare-earth-pricing-2010…
übersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…
Das Thema wird momentan weltweit in der Presse so wie in den unterschiedlichsten Medien weltweit behandelt.
Hoffe es spitzt sich nicht auf einen Handelskrieg zu.
Grüsse JoJo
http://www.businessinsider.com/china-rare-earth-metals-polit…
China Denies Cutting Off Rare Earth Metal Exports To Japan As A Political Weapon
Vincent Fernando, CFA | Sep. 23, 2010, 6:47 AM
In case you missed it, China and Japan are currently having a political spat over a Chinese ship captain detained by Japan.
There has obviously been much friction between the two nations before, but what's shocking about this incident is there have been reports that China restricted rare earth metal exports to Japan in response.
Today the Chinese government is denying the story:
Bloomberg:
“China does not have a trade embargo on rare earth exports to Japan,” Ministry of Foreign Trade and Economics Co-operation spokesman Chen Rongkai said in a telephone interview today. Industrial Minerals Co. of Australia, an industry publication and consultancy, first reported the ban yesterday, citing an unidentified “leading Japanese rare earth buyer.”
“The Chinese government has requested exporters to demonstrate support for the Chinese situation and suspend exports of rare earths to Japan until the end of the month when the situation will be reviewed,” said Industrial Minerals owner and former mining executive Dudley Kingsnorth. “It’s very regrettable if we have the effective suspension of commercial contracts for political reasons.”
Rare earth metals are crucial for many of the latest technology products, from compact batteries to U.S. military hardware, yet China holds a near monopoly over their production right now.
Whether or not the story of export restrictions is true, even just the suggestion of it happening highlights the chokehold China has over other nations' industries via its rare earths production.
This is especially troublesome given that rare earths aren't like food. If a nation restricts food to another, then there would obviously be a global uproar. China could probably get away with a temporary halt in rare earth exports, as a political tool, without incurring much economic damage to itself or political outrage globally. Yet just six months of restrictions would likely deal a serious blow to foreign tech industries dependent on rare earths.
Read more: http://www.businessinsider.com/china-rare-earth-pricing-2010…
übersetzt: http://translate.google.de/translate?hl=de&sl=en&u=http://ww…
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23.01.24 · kapitalerhoehungen.de · BASF |
22.01.24 · wallstreetONLINE Redaktion · Lynas Rare Earths |
08.08.23 · nebenwerte ONLINE · Lynas Rare Earths |
21.06.23 · Konstantin Oldenburger · Lynas Rare Earths |
09.05.23 · ESG Aktien · Lynas Rare Earths |
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